Many people want to integrate sustainability into their wealth strategy to some degree. To find the right balance, you’ll team up with one of our expert advisers. Together, we’ll find the balance that’s right for you, incorporating your ethical or personal preferences into your investment decisions. We’ll also draw upon the comprehensive analysis of our highly experienced research team to find solutions you can be proud of.
Guided by rigorous research
Craigs’ Investment Strategy Group (ISG), analyses data from leading independent ESG and corporate governance research firm Morningstar Sustainalytics to produce sustainability summaries for companies on our extensive list of investment options.
Craigs’ sustainability summaries include UN Global Compact (UNGC) principle and controversy monitoring, as well as ESG risk ratings, business activity exposure, sustainable revenue and impact metrics.
Some of the ESG factors we consider when analysing companies are summarised below.
- Environmental – carbon emissions, natural resource use, pollution and toxic waste, and biodiversity impact.
- Social – product quality and safety, supporting communities, supply chain labour standards and privacy/data security.
- Governance – skills and experience of the board, alignment with shareholders, corporate culture and corruption, and quality of reporting.
Craigs’ sustainability summaries help to educate and empower our wealth management clients to make investment decisions that align with their own values.
RIAA membership
Craigs is a member of Responsible Investment Association Australasia (RIAA), championing responsible investing and a sustainable financial system in Australia and New Zealand. It’s the largest and most active network of people and organisations in Australia and New Zealand, dedicated to ensuring capital is aligned with achieving a healthy society, environment and economy.
Supported by trusted experience
Our advisers always take the time to understand your specific investment goals, including the degree to which you wish to incorporate sustainability. By combining our knowledge with the insights of our research team, we can help you make sustainable investment decisions that align with your ethical and personal preferences.
“Craigs' sustainability summaries provide a comprehensive view of a company's sustainability practices, helping you make investment decisions that align with your values.”
